First Financial
James Wrigley is a seasoned financial professional currently serving as Principal at First Financial since February 2014, where a commitment to enhancing clients' lives through continuous support and incremental change is emphasized. In addition to leadership roles, James is a dedicated public speaker and guest lecturer, actively mentoring future financial advisers through university engagements and assessments. Previous experience includes positions at Crowe Horwath, WHK Melbourne, and Mercer, with a solid educational foundation consisting of multiple degrees and certifications in financial planning, including being a Certified Financial Planner. James has furthered expertise by acquiring qualifications in margin lending, self-managed superannuation, and aged care advice.
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First Financial
Who is First Financial? We are relationship focused & pre-retirement specialists, who help clients retire ready for the life ahead. First Financial has a large team of specialists with a wealth of industry experience With over 60 employees and $1.4 Billion in FUM, we are one of the largest firms in Victoria, with access to a wide range of service Lines including: • Wealth Management • Home, investment and commercial loans • Self Managed Superannuation Fund establishment, administration • Risk Management & Insurance advice • Estate Planning & Aged Care advice